Oracle Cloud EPM Planning and Implementation

Move beyond spreadsheets and master the art of agile forecasting. This course focuses on the Oracle Enterprise Performance Management (EPM) Planning module, providing the technical depth required to build and maintain sophisticated planning applications. You will learn to translate complex business requirements into functional dimensions, forms, and business rules. Whether you are automating rolling forecasts or implementing workforce planning, this course provides the hands-on expertise to drive strategic financial decisions across any organization.

EPM-PLN-IMP Certification Key Features

Module-Specific Deep Dives: Dedicated focus on the "Financials" and "Workforce" frameworks.
Calculations Workshop: Detailed sessions on writing efficient business rules to automate data processing.
Smart View Integration: Extensive training on using the Excel-based interface for reporting and ad-hoc analysis.
End-to-End Project: Build a complete planning application from initial dimension setup to final report generation.

Schedule & Fee
Learning Objectives
Prerequisites
Target Audience
Course Modules
FAQs

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Course Prerequisites

Conceptual: Solid understanding of financial planning, budgeting, and forecasting processes.
Technical: Familiarity with Excel (advanced formulas) and basic knowledge of multidimensional databases (OLAP/Essbase) is helpful.
Prior Learning: Completion of "OCI Foundations" is recommended but not mandatory.

Learning Objectives

This course empowers you to transform manual, disconnected planning processes into a streamlined, automated EPM environment. By mastering the implementation lifecycle—from metadata design to advanced business logic—you will be equipped to deliver high-value insights and maintain a "single version of the truth" for corporate financial data.

Target Audience

Implementation Consultants tasked with deploying EPM solutions for clients.
Financial Systems Administrators managing internal planning and budgeting tools.
FP&A Professionals seeking to move into the technical side of financial systems.
IT Architects integrating EPM Cloud with ERP systems (like Oracle Fusion or SAP).

Course Modules

EPM Cloud Overview: Understanding the EPM ecosystem, navigation, and application creation types (Standard, Premium, Enterprise).
Dimensions and Metadata: Managing Plan Types, building dimension hierarchies, and understanding member properties (Data Storage, Aggregation).
Data Management: Loading data via Data Integration, Flat Files, and EPM Integration Agent.
Designing Forms & Dashboards: Creating data entry forms, implementing validation rules, and building real-time executive dashboards.
Business Rules & Calculations: Introduction to Essbase logic, Member Formulas, and writing Groovy rules for complex calculations.
Planning Modules: Deep dive into out-of-the-box modules: Financials, Workforce, Capital, and Projects.
Security & Lifecycle Management: Provisioning users, setting up functional/data security, and migrating artifacts via LCM.
Reporting: Utilizing Financial Reporting Studio and Smart View for Office integration.

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